 Happy New Year! As we turn the calendar to January, we enter what we often call separation season — that critical stretch when agents either get focused about their marketing and growth… or fall back into reacting instead of planning. This is the time to map out your marketing, your activity, and your goals, so the rest of the year has direction and a focused goal. As my father, Ray Ohlson, has always said: "Activity leads to APP-Tivity!" Looking back at 2025, we couldn’t be more proud of what our agents and team accomplished together. Our Lead Program continues to deliver at a high level, generating millions of dollars in annuity premium. At the same time, our Elevate workshop program has grown — a proven no-dinner workshop program mentored by a $50M FIA producer. None of this happens by accident! Behind every lead, every appointment, every case, contract and every funded policy is an incredible staff working tirelessly to support our agents. From contracting and case design to marketing, operations, and service — our team shows up every day with professionalism, heart, and a genuine desire to see agents succeed. I can say that The Ohlson Group has the best back-office in the industry. And to our agents: thank you. You are the engine of everything we do. We never lose sight of the fact that this business only works when you help a client make a good decision. Your trust in us, your effort in the field, and your commitment to serving families are what make The Ohlson Group what it is. As we step into this new year, our hope is simple — that 2026 brings you clarity, momentum, prosperity, and fulfillment both professionally and personally. We’re excited about what’s ahead, and we’re honored to be in your corner as you work toward what could be your best year yet. From all of us at The Ohlson Group, Happy New Year — and here’s to a strong start and an even stronger finish!
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The Ohlson Group LLC and or Joseph R. Ohlson LUTCF is licensed to do business in all states except New York.
Privacy Policy
INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS
The Ohlson Group LLC provides links from its website to various third party sites which may enable you to obtain locations and information outside of The Ohlson Group's control. The Ohlson Group LLC neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. The Ohlson Group LLC does not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.
CLAIMS OF COPYRIGHT INFRINGEMENT
The Digital Millennium Copyright Act of 1998, as amended, (the "DMCA") provides recourse for copyright owners who believe that material appearing on the Internet infringes their rights under U.S. copyright law. If you believe in good faith that materials we host infringe your copyright, you (or your agent) may send us a notice requesting that we remove the material or block access to it. If you believe in good faith that someone has wrongly filed a notice of copyright infringement against you, the DMCA permits you to send us a counter-notice. Notices and counter-notices must meet the then-current statutory requirements imposed by the DMCA; see http://www.loc.gov/copyright/ for details. Notices and counter-notices should be sent to [email protected]. The Ohlson Group LLC, (877) 844-0900. We suggest that you consult your legal advisor before filing a notice or counter-notice. Also, please be aware that there are penalties for false claims under the DMCA.
The Ohlson Group LLC and or Joseph R. Ohlson LUTCF is licensed to do business in all states except New York.
Privacy Policy
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